Institutions / Needham Investment Management LLC / Activity
Activity — Needham Investment Management LLC
122 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Tennant Co Common stock | $10.72M | +162K +239.26% | 229,000 0.78% of portfolio | medium |
| Q1 2026 as of | Add | ThredUp Inc. Common stock | $10.50M | +3.2M +52.67% | 9,275,000 1.55% of portfolio | medium |
| Q1 2026 as of | Add | Vishay Intertechnology Inc Common stock | $9.81M | +545K +22.95% | 2,920,000 2.69% of portfolio | medium |
| Q1 2026 as of | Trim | TTM Technologies Inc Common stock | $-9.52M | -98K -52.77% | 87,500 0.44% of portfolio | medium |
| Q1 2026 as of | Add | AIP Arteris, Inc. Common Stock | $8.89M | +541K +15.86% | 3,952,500 3.32% of portfolio | medium |
| Q1 2026 as of | Trim | FormFactor Inc Common stock | $-8.83M | -91K -13.10% | 603,500 2.99% of portfolio | medium |
| Q1 2026 as of | Trim | Entegris, Inc. Common stock | $-8.72M | -74K -38.87% | 117,000 0.70% of portfolio | medium |
| Q1 2026 as of | Add | Tetra Technologies Inc Common stock | $8.52M | +1.0M +42.11% | 3,375,000 1.47% of portfolio | medium |
| Q1 2026 as of | Trim | Nova Ltd Common stock | $-8.51M | -20K -17.54% | 92,150 2.05% of portfolio | medium |
| Q1 2026 as of | Add | Universal Technical Institute Inc Common stock | $8.03M | +223K +27.55% | 1,030,000 1.90% of portfolio | medium |
| Q1 2026 as of | Trim | Vicor Corp Common stock | $-7.69M | -48K -8.38% | 522,000 4.29% of portfolio | medium |
| Q1 2026 as of | Trim | Coherent Corp Common stock | $-7.62M | -32K -23.27% | 105,500 1.28% of portfolio | medium |
| Q1 2026 as of | Add | Generac Holdings Inc. Common stock | $7.41M | +38K +110.00% | 72,450 0.72% of portfolio | medium |
| Q1 2026 as of | Trim | Ichor Holdings, Ltd. Common stock | $-7.13M | -153K -96.84% | 5,000 0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Photronics Inc Common stock | $-6.87M | -170K -21.94% | 605,000 1.25% of portfolio | medium |
| Q1 2026 as of | Add | Cra International, Inc. Common stock | $6.68M | +41K +41.77% | 140,006 1.16% of portfolio | medium |
| Q1 2026 as of | Add | Vital Farms, Inc. Common stock | $6.57M | +465K +67.88% | 1,150,000 0.83% of portfolio | medium |
| Q1 2026 as of | New | Mastec Inc Common stock | $6.47M | +20K | 20,100 0.33% of portfolio | medium |
| Q1 2026 as of | Add | Lincoln Educational Services Corporation Common stock | $6.20M | +153K +13.56% | 1,277,500 2.66% of portfolio | medium |
| Q1 2026 as of | New | UMAC Unusual Machines, Inc. Common Stock | $6.01M | +485K | 485,000 0.31% of portfolio | medium |
| Q1 2026 as of | Add | Select Water Solutions, Inc. Common stock | $5.81M | +380K +49.03% | 1,155,000 0.90% of portfolio | medium |
| Q1 2026 as of | Add | Genius Sports Ltd Common stock | $5.80M | +1.3M +48.70% | 4,000,000 0.91% of portfolio | medium |
| Q1 2026 as of | Add | Super Micro Computer, Inc. Common stock | $5.39M | +237K +17.14% | 1,616,500 1.88% of portfolio | medium |
| Q1 2026 as of | Add | CECO Ceco Environmental Corp Common Stock | $5.30M | +89K +29.82% | 387,500 1.18% of portfolio | medium |
| Q1 2026 as of | New | LPTH Lightpath Technologies Inc Common Stock | $5.29M | +528K | 527,500 0.27% of portfolio | medium |
| Q1 2026 as of | New | AMBQ Ambiq Micro, Inc. Common Stock | $5.08M | +200K | 200,000 0.26% of portfolio | medium |
| Q1 2026 as of | New | Red Cat Holdings, Inc. Common stock | $4.97M | +380K | 380,000 0.25% of portfolio | low |
| Q1 2026 as of | Add | Jacobs Solutions Inc. Common stock | $4.84M | +38K +65.52% | 96,000 0.62% of portfolio | low |
| Q1 2026 as of | Add | BWX Technologies, Inc. Common stock | $4.70M | +23K +63.89% | 59,000 0.62% of portfolio | low |
| Q1 2026 as of | Add | PSN Parsons Corp Common Stock | $4.60M | +85K +26.23% | 409,000 1.13% of portfolio | low |
| Q1 2026 as of | Add | Evolv Technologies Holdings Inc Common stock | $4.24M | +700K +127.27% | 1,250,000 0.39% of portfolio | low |
| Q1 2026 as of | Add | Precision Optics Corporation, Inc. Common stock | $4.17M | +951K +132.02% | 1,670,550 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-4.05M | -3K -21.15% | 10,250 0.77% of portfolio | low |
| Q1 2026 as of | Add | Nlight, Inc. Common stock | $3.71M | +65K +3.50% | 1,922,740 5.60% of portfolio | low |
| Q1 2026 as of | Trim | Ultra Clean Holdings Inc Common stock | $-3.42M | -55K -91.67% | 5,000 0.02% of portfolio | low |
| Q1 2026 as of | Add | Life Time Group Holdings, Inc. Common stock | $3.37M | +125K +108.70% | 240,000 0.33% of portfolio | low |
| Q1 2026 as of | Add | CoStar Group Inc Common stock | $3.29M | +82K +134.71% | 142,000 0.29% of portfolio | low |
| Q1 2026 as of | Add | Arlo Technologies, Inc. Common stock | $3.13M | +220K +14.29% | 1,760,000 1.28% of portfolio | low |
| Q1 2026 as of | Exit | Sumisho Air Lease Corp Common stock | $-2.89M | -45K -100.00% | 0 | low |
| Q1 2026 as of | Add | MASS 908 Devices Inc. Common Stock | $2.88M | +470K +61.04% | 1,240,000 0.39% of portfolio | low |
| Q1 2026 as of | Add | ESOA Energy Services of America CORP Common Stock | $2.82M | +215K +36.65% | 800,000 0.54% of portfolio | low |
| Q1 2026 as of | Add | Oil-Dri Corp of America Common stock | $2.77M | +43K +6.69% | 677,500 2.25% of portfolio | low |
| Q1 2026 as of | Trim | ADTRAN Holdings, Inc. Common stock | $-2.76M | -219K -15.13% | 1,228,500 0.79% of portfolio | low |
| Q1 2026 as of | Add | Bentley Systems Inc Common stock | $2.63M | +75K +53.57% | 215,000 0.39% of portfolio | low |
| Q1 2026 as of | New | SYNAPTICS Inc Common stock | $2.59M | +37K | 37,000 0.13% of portfolio | low |
| Q1 2026 as of | Exit | Chart Industries Inc Common stock | $-2.58M | -13K -100.00% | 0 | low |
| Q1 2026 as of | Add | Veeco Instruments Inc Common stock | $2.54M | +75K +9.32% | 880,000 1.52% of portfolio | low |
| Q1 2026 as of | Add | Akamai Technologies Inc Common stock | $2.53M | +22K +14.06% | 178,500 1.05% of portfolio | low |
| Q1 2026 as of | Add | Crh Public Ltd Co Common stock | $2.52M | +24K +58.97% | 64,700 0.35% of portfolio | low |
| Q1 2026 as of | Trim | MKS Inc Common stock | $-2.41M | -11K -8.05% | 120,000 1.41% of portfolio | low |